| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 235 |
| Technical Name |
projects_from_leads_ultra |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 235 |
| Technical Name |
projects_from_leads_ultra |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 |
Odoo 16 Module: Lead to Project Conversion
Strengthen your sales process and accelerate opportunity conversion with our Lead to Project Conversion module for Odoo 16.
Features:
- Seamless Integration: Streamline your sales workflow by integrating project creation directly into the CRM lead form.
- Smart Button: An intuitive smart button allows you to create a new project associated with the current opportunity with a single click.
- Automatic Linking: Establish an automatic connection between the opportunity and the newly created project, eliminating the need for manual data entry.
- Pre-Sales Analysis Management: Facilitate task management and time tracking for pre-sales analysis within the associated project.
- Efficiency Improvement: Optimize your sales process by eliminating manual steps and automating the creation of relevant projects.
- Informed Decision-Making: Gain a complete view of the lifecycle of each opportunity, from initial analysis to conversion into an active project.
Benefits:
- Time Savings: Reduce the time spent on manual tasks and streamline the creation of projects related to opportunities.
- Better Tracking: Maintain a centralized record of pre-sales analysis activities, including tasks and time invested.
- Increased Efficiency: Improve your sales team's efficiency by optimizing the workflow from lead generation to project management.
- More Informed Decisions: Make better sales decisions with complete information about opportunities and associated pre-sales analysis.
- Conversion Rate Improvement: Increase the likelihood of converting opportunities into successful projects by facilitating analysis and tracking.
This module is ideal for service companies that:
- Require detailed pre-sales analysis before initiating negotiations.
- Manage multiple opportunities and need an efficient system to track analysis and related tasks.
- Seek to optimize their sales workflow and improve the conversion rate.
Invest in the Lead to Project Conversion module and transform your sales process, boosting efficiency, decision-making, and conversion rates.
Module documentation
1. Install projects_from_leads_ultra.
2. After installing the module you will be able to see a "Create project" button from leads or opportunities.
3. A wizard will pop up to select if a project or task will be created, the user can also select a specific project to create the task into or copy a project template.
a.1. Create project: A project will be created and linked through a smart button when clicking the "Create project" option. Several projects can be created if needed, clicking the button as many times as projects are required.
a.2.These projects are created empty (if a template is not selected), with its name being the opportunity description plus the name of the customer. These projects will have the customer assigned and be billable.
b.1. Create task: A task will be created inside the selected project and linked through a smart button. Several tasks can be created if needed (even into different projects), clicking the button as many times as tasks are required.
Free support
For any supports or questions, please contact us via:
info@uprisecode.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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